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Aug 2, 2021

Matt Blocha, Salesforce Consultant and trainer, shares his vast experience of Salesforce implementations and consulting projects to recommend a range of best practices for creating your own outstanding org.

Best practices:

  1. Documentation and config knowledge
  2. Have well-qualified Admin/Org owner/Architect
  3. Have a center of excellence
  4. Have a steering committee for implementations
  5. Ensure leadership buy-in
  6. Delete things in Org that are unused
  7. Do great training
  8. Exploit the platform as much as possible. Put everything you can into Salesforce
  9. Have consistent naming conventions
  10. Use all possible Salesforce tools
  11. Utilize a sandbox
  12. Use expert consultants
  13. Do great testing